Gimbal Financial’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Gimbal Financial’s Portfolio FALN Stock Details FALN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.44M	Buy	+303,893	New	+$8.28M	5.07%	8

Other funds holding FALN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Gimbal Financial's FALN Position: Q3 2025 in Review

Gimbal Financial opened a new position in iShares Fallen Angels USD Bond ETF (FALN) in Q3 2025: 303,893 shares worth $8.44M. The stake represents 5.07% of the portfolio and ranks #8 among its holdings.

269 funds tracked by Wall St. Rank hold FALN as of Q3 2025.

Gimbal Financial held 303,893 shares of iShares Fallen Angels USD Bond ETF worth $8.44M as of Q3 2025.
iShares Fallen Angels USD Bond ETF was a new Gimbal Financial position in Q3 2025.
iShares Fallen Angels USD Bond ETF made up 5.07% of Gimbal Financial's portfolio in Q3 2025, its #8 holding.
269 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.